Client Relationship Manager

Client Relationship Manager

Are you ready to embark on a rewarding career path that doesn’t involve sales but is all about building strong client relationships? Look no further! Castlewatch Wealth, a top private wealth advisory practice at Ameriprise Financial specializing in comprehensive financial planning and asset management, seeks a Client Relationship Manager to provide exceptional service and support to our valued clients as a valued member of our dynamic team. 

Castlewatch Wealth is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in vibrant Los Angeles (Glendale), our well-established practice is known for its commitment to excellence and professionalism.

Best-in-Class Benefits and Perks:

We value our employees’ time and efforts. Our commitment to your success is enhanced by: 

• Career Growth: Numerous opportunities for career advancement within our practice. 
• Competitive Compensation: $65,000 to $100,000 annually, depending on industry experience, licensure, and active designations.
• Quarterly Bonuses: Eligible for quarterly bonuses and biweekly cash fringe benefits.
• Comprehensive benefits package: including multiple health insurance plan options, cash fringe benefits, educational reimbursement, short & long-term disability, life insurance, 401(k) plan, paid covered parking, paid time off, and holidays.

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

As a Client Relationship Manager, you’ll play a crucial role in the team’s success by:

• Delivering Exceptional Service: Providing concierge-level service to our clients, ensuring their needs are met promptly and effectively.
• Efficiently Managing Transactions: Oversee and process various client requests and transactions, including account management, service requests, investments, and more.
• Ensuring Compliance: Maintain compliance with FINRA and SEC regulations by preparing and organizing client documents and files.
• Effective Communication: Handle client correspondence through email and phone calls while maintaining high professionalism.
• Supporting Team Efforts: Prepare client information using MS Word and MS Excel to assist the financial advisory team.

To be a successful Client Relationship Manager, you should have:

• Education: Bachelor’s degree.
• Licenses: Series 7, Series 66 (or 63 & 65), and CA Life & Health license.
• Experience: 2 years of experience in the financial services industry.
• Communication Skills: Exceptional written and verbal communication skills.
• Client-Centric: A commitment to delivering superb client service that exceeds expectations.
• Multi-Tasking: Ability to manage multiple tasks efficiently in a fast-paced environment.
• People Skills: Strong interpersonal skills to build and nurture relationships.

We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.